Freight Market Splits As Parcel LTL and Truckload Prices Diverge

Freight Market Splits As Parcel LTL and Truckload Prices Diverge

The TD Cowen/AFS Freight Index reveals a diverging US freight market. Parcel demand is weak with unprecedented discounts and declining fuel surcharges. LTL shipments show declining weight per shipment, but carrier pricing remains firm. Truckload faces headwinds from soft demand and excess capacity, hindering near-term improvement. While future Fed rate cuts are beneficial for long-term truckload and LTL prospects, their immediate impact is limited. The report highlights the contrasting dynamics within different segments of the US freight sector, reflecting broader economic conditions and supply chain adjustments.

01/15/2026 Logistics Industry Insights
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Supply Chains Face Strain From Peak Season Nearshoring and Baltimore Bridge Collapse

Supply Chains Face Strain From Peak Season Nearshoring and Baltimore Bridge Collapse

This interview focuses on the freight logistics market, with expert Tom Nightingale providing insights into peak season outlooks, capacity and rates, nearshoring trends, and the impact of the Baltimore incident on supply chains. The article aims to shed light on the challenges and opportunities facing the industry, offering decision-making guidance for businesses. It explores key factors influencing the current landscape and provides a concise overview of critical issues impacting freight movement and supply chain resilience. Understanding these dynamics is crucial for companies navigating the evolving logistics environment.

01/15/2026 Logistics Industry Insights
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Freight Industry Leader Tom Nightingale Addresses Logistics Challenges

Freight Industry Leader Tom Nightingale Addresses Logistics Challenges

This episode of the LM Podcast Series features expert Tom Nightingale, providing an in-depth analysis of the freight logistics market. Key topics include peak season outlook, capacity rates, nearshoring, and the Baltimore incident. Drawing on his extensive industry experience, he offers valuable insights to help businesses navigate challenges and seize opportunities. The podcast aims to empower companies to optimize their supply chain management, enhance competitiveness, and make informed decisions in a dynamic market environment. This discussion provides a crucial understanding of current trends and potential impacts on the industry.

01/15/2026 Logistics Industry Insights
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US Container Imports Stabilize Amid Trade Policy Shifts

US Container Imports Stabilize Amid Trade Policy Shifts

US container imports increased month-over-month in June but decreased year-over-year. Imports from China continued to decline, while those from Southeast Asia increased. West Coast ports saw a rebound. These trends highlight the need for supply chain adjustments and diversification in response to evolving trade policies and geopolitical factors. Companies are actively seeking alternative sourcing and manufacturing locations to mitigate risks and build more resilient supply chains. The shift away from China and towards Southeast Asia reflects a broader strategy to reduce reliance on a single source.

01/15/2026 Logistics
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US Container Imports Near Record Amid Tariffs Seasonal Demand

US Container Imports Near Record Amid Tariffs Seasonal Demand

U.S. container imports in August approached historical peak levels, driven by both tariff policies and seasonal demand. The report indicates a slight month-over-month decrease but a year-over-year increase, surpassing pre-pandemic levels. Adjustments in tariff policies, the global economic situation, and supply chain resilience will be key factors influencing future import volumes. The surge suggests businesses are anticipating potential future trade changes and stocking up accordingly. This trend highlights the complex interplay between trade policy, economic forecasts, and logistical planning in the global market.

01/15/2026 Logistics
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US Ecommerce Sellers Face Customs Warehouse Delays in Q4

US Ecommerce Sellers Face Customs Warehouse Delays in Q4

This article focuses on the latest updates regarding US customs inspections, port container pick-up and return, and Amazon/Walmart warehousing logistics as of December 17th. It provides cross-border e-commerce sellers with a detailed guide to avoid potential pitfalls, helping them succeed during the year-end peak season. The article highlights high-risk ports, congested ports, and changes in Amazon/Walmart warehouse receiving policies, offering corresponding strategies to mitigate risks and optimize supply chain operations. Stay informed and navigate the complexities of international shipping with confidence.

12/18/2025 Logistics
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Port of Long Beach Appoints Noel Hacegaba As CEO Starting 2026

Port of Long Beach Appoints Noel Hacegaba As CEO Starting 2026

The Long Beach Harbor Commission announced Noel Hacegaba will succeed Mario Cordero as CEO on January 1, 2026. Cordero is retiring. Hacegaba brings 15 years of port management experience, previously serving as COO, overseeing daily port operations. He has spearheaded numerous commercial transactions, advanced supply chain digitization, and held key roles in intermodal organizations. Stakeholders express optimism about his appointment, anticipating he will lead the Port of Long Beach in addressing challenges and achieving sustainable growth. His experience and leadership are expected to be crucial for the port's future success.

01/15/2026 Port Encyclopedia
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Maritime Shipping Industry Adapts to Cargo Protection Challenges

Maritime Shipping Industry Adapts to Cargo Protection Challenges

This article provides a comprehensive solution for dealing with severe weather during maritime transport, covering pre-event cargo protection (packaging, container loading, route planning), in-event dynamic response (tracking cargo and weather, coordinating with shipping companies), and post-event handling (claims, plan adjustments). It aims to help cargo owners minimize losses, ensure safe and timely delivery of goods, and build a long-term risk-resistant supply chain system. The focus is on proactive measures and reactive strategies to mitigate the impact of adverse weather conditions on sea freight.

01/15/2026 Logistics Encyclopedia
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Ulta Beauty Expands Omnichannel Fulfillment Capacity

Ulta Beauty Expands Omnichannel Fulfillment Capacity

Ulta Beauty is expanding its store fulfillment program to 400 locations, enhancing its same-day delivery service. This initiative aims to improve efficiency, reduce costs, and strengthen the omnichannel experience for customers. By leveraging its store network for fulfillment, Ulta Beauty is optimizing its logistics and providing faster delivery options. The company is also upgrading its supply chain to support future growth and meet the increasing demands of its expanding e-commerce operations. This strategic move underscores Ulta Beauty's commitment to providing a seamless and convenient shopping experience across all channels.

01/16/2026 Logistics
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Oakland Port Traffic Dips Amid Global Trade Shifts

Oakland Port Traffic Dips Amid Global Trade Shifts

The Port of Oakland experienced a 15% year-over-year decrease in cargo volume in August, reflecting weakened retail demand and declining exports. While increased vessel calls and high commercial property occupancy offer positive indicators, global trade slowdown and supply chain diversification pose ongoing challenges. The port needs to adapt to the new economic environment and achieve sustainable development through strategic adjustments such as improving operational efficiency, expanding diversified services, and strengthening inland connections. These measures are crucial to navigate the current economic climate and ensure future growth.

01/16/2026 Logistics
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